XCENA showcased CXL-based memory solutions for AI inference at the OCP Global Summit 2026 in San Jose, held October 12–15. Two demos on its MX1 chip showed multiple inference servers sharing a KV cache through a CXL memory pool, and vector search for retrieval-augmented generation running inside memory. XCENA and SK hynix are validating a CXL hybrid memory architecture using InfiniteMemory in real-world AI serving environments, and SK hynix unveiled a “CXL Hybrid Memory” built on MX1 at the event. The company has raised US$185 million to date, including a US$135 million Series B.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- LITEON Showcases NVIDIA 800 VDC Architecture and Thermal Management Portfolio at OCP Global Summit 2026
LITEON Technology is exhibiting at the OCP Global Summit 2026 in San Jose from October 12 to 15, showcasing AI infrastructure built around 800 VDC architecture. Highlights include a 2.6MW Enterprise CDU from strategic investment partner DCX Liquid Cooling Systems, with a 3°C approach temperature and N+1 redundant pumps, along with power and thermal solutions for NVIDIA MGX and OCP ORv3. For the Vera Rubin NVL72, LITEON shows a 95kW DC/DC Power Shelf and a 280kW liquid-to-liquid In-Rack CDU, aimed at reducing transmission losses, heat generation and rack space use. Its ORv3 rack pairs a 180kW Power Shelf with a 108kW Capacitor Backup Unit, alongside 120kW and 220kW In-Rack CDUs. The company also presents a Grid-to-Chip portfolio spanning 800V power bricks, IBC modules, 50V power bricks and VRMs.
- Delta Highlights Collaboration with NVIDIA in Advancing Energy-efficient 800 VDC Power and Cooling Solutions for AI Data Centers at OCP Global Summit 2026
Delta Electronics is showcasing 800 VDC power and cooling solutions for AI factories at the OCP Global Summit 2026, developed with NVIDIA for its MGX platform. Highlights include an 800 VDC In-Row Power Rack delivering 660 kW with 480 kW of backup power for Vera Rubin NVL72 and other MGX racks, and a new 800 VDC Liquid-to-Liquid CDU with up to 2.5 MW of cooling capacity. Delta's HVDC Power Distribution Board reaches up to 98% conversion efficiency, while the CDU's three hot-swappable pumps deliver a combined flow of up to 3,850 LPM. According to the company, these solutions help existing data centers scale AI compute performance and power density. Ted Shyy, Executive Vice President of Power Electronics Business, said scaling AI requires power and cooling infrastructure that evolves alongside computing platforms.
- Compal Accelerates Time-to-AI with Next-Generation NVIDIA Platforms at OCP Global Summit 2026
Compal will showcase at the OCP Global Summit 2026 how it shortens the path from new NVIDIA accelerator generations to deployable AI capacity, spanning Blackwell Ultra, Rubin GPU, Vera CPU and Spectrum-X. Its current offering includes the OG430-2-L1, a 4U direct liquid-cooled server based on the NVIDIA HGX B300 platform with eight Blackwell Ultra GPUs. For the next generation, Compal will show the OG231-2-L1 (Intel processors with NVIDIA HGX Rubin NVL8), a 44U NVIDIA HGX Rubin NVL8 rack, a 1U NVIDIA Vera CPU compute tray and the Spectrum-X SN6600 Ethernet switch supporting up to 128 ports of 800GbE. Vice President Alan Chang said Compal's strength lies in engineering around each chip generation, including integration, cooling, connectivity and validation, to bring it into production at scale.
- LITEON Showcases at NVIDIA MGX Ecosystem at OCP, Highlighting 800 VDC Power Technologies to Advance Next-Generation AI Infrastructure
LITEON Technology (2301.tw) was invited to the NVIDIA MGX Ecosystem Ceremony at the 2026 OCP Global Summit in San Jose, Calif., in a release dated October 15, 2026. In the NVIDIA MGX exhibit area, LITEON showcased its NVIDIA 800 VDC Power Rack and 800V-to-50V Power Brick, with solutions spanning rack-level power architectures to high-efficiency power conversion. The company said these offerings are designed to meet the energy efficiency and scalability needs of AI data centers. At its booth, LITEON also demonstrated deployment scenarios at 330kW, 880kW and 1.2MW, and said it will keep working with NVIDIA to accelerate adoption of 800 VDC architectures.
- Omdia: Global Smartphone Market Shrinks 20% in 3Q26 as Memory Crisis Reshapes Competition
According to Omdia's preliminary estimates, global smartphone shipments fell 20% year on year in 3Q26, steeper than the 6% drop in the previous quarter, as rising memory and storage costs squeezed margins and pushed vendors to cut low-margin devices. Samsung and Apple together accounted for 45% of shipments, up about 8 percentage points from a year earlier, with Samsung leading at 23% and Apple at 22%. Xiaomi ranked third with 12%, followed by OPPO (including realme and OnePlus) at 9% and vivo at 8%. Vendors are reassessing their entry-level portfolios and prioritizing average selling price growth to protect profitability. Omdia analysts said the pressure is most acute in emerging markets, and that new flagships and festive demand are unlikely to fully offset supply-side pressures in the fourth quarter.
Related markets
Latest news
- Meta Earnings: What To Look For From META
Meta Platforms (NASDAQ:META) will report earnings this Wednesday after the market closes. Last quarter, revenue reached $60.8 billion, up 28% year on year and above analysts' expectations, though revenue guidance for next quarter slightly missed forecasts; daily active users hit 3.6 billion, up 3.4%. The market expects revenue growth of 23.6% this quarter, slowing from 26.2% a year earlier, and analysts have generally reconfirmed their estimates over the past 30 days. Over the last month, consumer internet stocks have gained 1.3% on average, while Meta is down 4.8%.
- An AI bust could come from places investors arent watching , an economist says
Concerns about an AI bubble are growing, and TS Lombard's Dario Perkins warns that investors may be overlooking other risks. Debt among smaller cloud providers, model developers and suppliers could reach $2 trillion by the end of 2027. Perkins does not see this as a systemic risk, but warns that earnings disappointments and canceled orders could ripple through the ecosystem, and that a chip glut could follow over-ordering. Much of the industry's revenue growth still comes from spending within the AI ecosystem rather than from businesses and consumers outside it. He also flags political backlash, noting that ordinary people dislike AI and nearby datacenters, and warns that one high-profile accident could turn AI toxic.
- Yen jumps after JGB auction draws big demand , euro finds relief
The yen rose 0.2% to 158.15 per dollar in Asian trading after a 20-year Japanese government bond auction drew bids of 5.84 times the amount sold, well above the 4.01 times at the previous auction, and the yield fell 6 basis points to 3.71%. A State Street strategist said the record demand suggests sidelined cash is returning and that JGBs are becoming a relative haven from political and fiscal volatility in Europe, particularly France. Anti-government protests in France prompted curfews in several cities, while Italy said it would send 500 troops after two days of unrest, and the euro rallied 0.2% to $1.1234. Elsewhere, bitcoin slipped 0.3% to $81,674.25 and ether edged down 0.2% to $2,393.21.
- Unemployment rate dips to 4 . 7 % - but vacancies hit five - year low
Vacancies fell by 21,000 to 691,000 in the three months to September, the biggest drop since the three months to March and the lowest since July to September 2014 outside the pandemic, while unemployment dipped in the three months to August. Payroll numbers were down 66,000 over the year to September. The ONS said the fall was mainly among smaller firms struggling with higher labour costs, following rises in employer national insurance, the minimum wage and workers' rights. A CBI survey found labour costs and regulations were making it harder to create jobs, and firms urged the Chancellor not to add to their burden in the October 28 Budget. ICAEW's Suren Thiru said the labour market is 'running on idle' and unemployment could climb above 5 per cent, while Shadow Chancellor Andrew Griffith blamed Labour's 'Jobs Tax' and red tape.
- CNBC Daily Open: Tech rebounds in the U.S., but Asia isn’t buying it yet
U.S. tech stocks rebounded as the Nasdaq Composite rose more than 1% on Monday, with Nvidia up 1.4% and Tesla up 3.8%. In Asia, however, tech shares fell on Tuesday, with South Korea's Kospi down over 4% and Japan's Nikkei 225 down 1.6%. Nvidia also unveiled plans to back four German AI startups as part of its nearly $10 billion European investment commitment. Jenny Lee of Granite Asia said Asian companies are reaching IPOs much sooner, often at four to five years old, while Jio Platforms' Indian IPO saw its anchor investor quota oversubscribed more than 30 times, aiming to raise up to 302 billion rupees ($3.2 billion). In Singapore, several agricultural stocks fell after Senior Minister K Shanmugam warned that companies would not escape responsibility for possible roles in the haze, noting seven firms had been questioned by the Singapore Exchange.
- NiSource (NI) Stock Looks Overvalued Against Its Dividend Outlook
NiSource has nearly doubled shareholders' money over the past five years, delivering a 97.6% total return, which raises the question of whether dividends can justify the current share price. The article highlights a new 20-year energy agreement with Microsoft, including customer-funded grid upgrades and long-term electric service for data centers, which may affect future capital needs and cash-flow visibility. Using a Dividend Discount Model with inputs of about $1.35 dividend per share, roughly 9.07% return on equity, a payout ratio slightly above 61%, and implied dividend growth of about 3.5%, the estimated intrinsic value sits meaningfully below the current share price of $41.95. The model still does not bridge that gap, suggesting income investors are paying a premium for a relatively steady payout with modest assumed growth.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.